Bucketing lets you quickly categorize report records without creating a formula or a custom field within Salesforce.When you create a bucket field, you define multiple categories (buckets) that are used to group report values. We have created simple step by step instructions on how to create th...
Here's a tutorial for how to create a report in Salesforce so you can build out custom reporting dashboards with the actionable insights you need.
Learn the key steps to building a sales plan that is adaptable while also empowering your reps to sell efficiently.
The article discusses how a business can build a good sales-force. It is stated that hiring the right people is essential to building a super salesforce. Thereafter, the employees should be provided training to boost their skills. It is stated that for building a super salesforce, a ...
Meanwhile, on Earth, you create a plan, start to act on it, and everything hits the fan. A competitor launches a new product, an analyst switches up their report, and your best sales rep quits. Now what? Below we share tips for how to create a sales plan that can bend, not break...
Learn the process of setting up effective validation rules in Salesforce to prevent invalid data entry and ensure data integrity.
Salesforce Junction objects are used to model many-to-many relationships between two objects. Learn why it was created and the steps to create one.
Teams track the number of leads through historical reports so they can adapt their strategies to the fluctuating number of prospectors over time. Create a new report or open an existing report in Salesforce. Set the report filters to specify the historical data range, for example, 'last 7...
When it comes to answering the question: “how do I create a Campaign in Salesforce?”, simply clicking the “Add New” and “Save” buttons, is one small part of a wider operation. Sure, you can create a Salesforce Campaign in seconds, but to create oneproperlythere’s more than wha...
The first step to building a CRM is to call a brainstorming meeting. Be sure to involve the sales, marketing, and customer service departments. The whole idea behind a CRM is to create cross-departmental synergy. Rather than have the different departments doing their own thing, a centralized...